Filed September 16, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,457 | $209,832-46.9% | $189,513-41.2% | $167,490-33.5% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 13.22% | 748.27%-735.1pp | 555.15%-541.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,304 | $6,914-66.7% | $6,162-62.6% | $4,837-52.4% |
| Participant deferral / active EE | $5,003 | $8,935-44.0% | $8,221-39.1% | $6,341-21.1% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |